IBM $IBM fell 6% in extended trading after first-quarter adjusted EPS of $1.91 and revenue of $15.92B beat expectations of $1.81 and $15.62B. The stock reaction turned negative because management kept its 2026 outlook unchanged instead of raising targets after a 9% revenue gain.
IBM Research’s VAKRA moves agent evaluation from static Q&A into executable tool environments. With 8,000+ locally hosted APIs across 62 domains and 3-7 step reasoning chains, the benchmark finds a gap between surface tool use and reliable enterprise agents.
A LocalLLaMA post points to IBM's Granite-4.0-3B-Vision, a compact VLM built for charts, tables, and document key-value extraction rather than generic multimodal chat.
IBM Granite on 2026-03-20 released Mellea 0.4.0 and three Granite Libraries built around Granite 4.0 Micro. The release is aimed at teams that want more structured, schema-safe, and safety-aware agentic RAG pipelines instead of depending on prompt-only orchestration.
IBM announced on January 19, 2026 that it is launching Enterprise Advantage, an AI-powered consulting service designed to help clients build, govern, and operate internal AI platforms at scale. IBM says the service can work across AWS, Google Cloud, Microsoft Azure, IBM watsonx, and both open and closed models.
IBM said on February 17, 2026 that it is rolling out agentic AI capabilities across a broad set of enterprise software products in Q1 2026. The plan spans Db2, Sterling OMS, Cognos Analytics, MQ, Cloud Pak for Integration, Engineering Lifecycle Management, Sterling B2B Integration SaaS, and App Connect Enterprise.
IBM unveiled Granite 4.0 1B Speech on March 9, 2026 as a compact multilingual speech-language model for ASR and bidirectional speech translation. The company says it improves English transcription accuracy over its predecessor while cutting model size in half and adding Japanese support.
IBM and Deepgram said on Feb 24, 2026 that they are integrating Deepgram speech-to-text and text-to-speech into watsonx Orchestrate. Deepgram becomes IBM's first voice partner as IBM pushes voice AI deeper into enterprise agent workflows.
IBM says attacks that started with exploitation of public-facing applications rose 44% year over year in its 2026 X-Force Threat Index. The report also says vulnerability exploitation made up 40% of incidents observed in 2025 and that more than 300,000 ChatGPT credentials were exposed by infostealers.
IBM shares fell 10% after Anthropic announced an AI tool capable of handling COBOL code, directly threatening IBM's lucrative legacy system modernization business that powers 95% of global ATM transactions.